+1,001.1%
MU vs DOC
+43.5%
+957.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.1% | -10.1% | -7.5% |
| 7D | -19.1% | +8.7% | -27.9% | -20.3% |
| 30D | -25.2% | +7.6% | -32.9% | -26.4% |
| 3M | -10.9% | -5.3% | -5.6% | -9.8% |
| 6M | +38.0% | +27.6% | +10.4% | +27.3% |
| YTD | +178.8% | +32.4% | +146.4% | +152.8% |
| 1Y | +265.1% | +22.9% | +242.3% | +239.8% |
| All | +1,001.1% | +43.5% | +957.6% | +899.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DOC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling